portrait of Mary S Millar

About Mary

I have always had a passion for saving, planning and investing. Raised by parents that were children during the Great Depression, I learned to be grateful for what I have while understanding the necessity to plan and prepare for the future. I have always been very goal focused and now love that I am able to work with others to help them obtain their financial goals. I have been a young investor, a business owner, a mother focused on college educations for her children and a daughter helping elderly parents navigate through retirement.

My life experience has set the stage...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Northern Arizona UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Photography

Team Members

  • Christy Weast
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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